大跌两日后，有色火速反弹涨逾3%！

Core Viewpoint - The non-ferrous metal sector is experiencing a rebound, with significant inflows into the Huabao Non-Ferrous ETF, indicating a potential super cycle driven by the "AI leap" and "century change" narratives [1][2] Group 1: Market Performance - On February 3, the non-ferrous sector saw a rebound, with the Huabao Non-Ferrous ETF (159876) rising by 3% [1] - Over the past 20 trading days, the net inflow into the Huabao Non-Ferrous ETF has reached nearly 1.7 billion yuan, increasing its fund size to 2.59 billion yuan [1] Group 2: Industry Outlook - China Galaxy Securities suggests capitalizing on the super cycle of non-ferrous metals, which is supported by the "AI technology revolution" and "global order reshaping" [1] - Historical data indicates that commodity cycles last long, typically 25-30 years, with upward trends lasting 8-10 years and downward trends lasting 15-20 years [1] - Institutions generally agree that the non-ferrous metal sector is likely to continue its bullish trend, with expectations of a bull market driven by monetary, demand, and supply factors by 2026 [1] Group 3: ETF Coverage - The Huabao Non-Ferrous ETF (159876) and its linked fund (017140) cover a wide range of indices, including copper, aluminum, gold, rare earths, and lithium, allowing for better exposure to various market cycles [2]